# Sales Pipeline Analysis

> Analyze the sales pipeline — coverage, conversion rates, stage aging, slip risk, forecast — and surface the 3 actions that move the number. Use on "pipeline review", "forecast for the quarter", or "which deals are slipping?".

- Skill: `composio-community/sales-pipeline-analysis` (Agent Skill)
- Install (CLI): `npx skillmds@latest add composio-community/sales-pipeline-analysis`
- Raw SKILL.md: https://api.skillmd.com/api/skills/composio-community/sales-pipeline-analysis/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: composio-community (https://skillmd.com/u/composio-community)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/composio-community/sales-pipeline-analysis

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# Sales Pipeline Analysis

Turn a pipeline export into a decision doc. Numbers first, narrative second, actions third.

## Inputs

Ask the user for:
- Pipeline export (CSV/sheet) with: account, stage, amount, close date, age in stage, owner, next step
- Quota/target for the period
- Historical stage-to-stage conversion rates (if known)

## Analysis steps

1. **Coverage.** Open pipe $ / remaining quota. Healthy = 3–4x. Flag if < 2.5x or > 6x (inflated).
2. **Stage mix.** Sum by stage, compare to the funnel distribution that historically closed.
3. **Stage aging.** For each deal, days in current stage. Anything > 1.5x median is stuck.
4. **Slip risk.** Flag deals where: close date already moved ≥ 2x, next-step is blank or stale > 14 days, MEDDIC score low, no activity in last 21 days.
5. **Forecast math:**
   - Commit = deals w/ signed paper or verbal + strong Champion + EB aligned
   - Best case = commit + late-stage deals with visible close plan
   - Pipeline = best case + everything with realistic close this period
6. **The 3 moves.** Across all findings, which 3 actions would most move the number? (Not 15 — three.)

## Output template

```
# Pipeline Review — <period>

## Headline
Quota: $<x> · Commit: $<y> (<%>) · Best: $<z> (<%>) · Coverage: <n>x

## Coverage & mix
<table: stage, # deals, $ amount, % of total, healthy?>

## Stuck deals (>1.5x median stage age)
| Account | Stage | Days | Amount | Owner | Why stuck | Next move |
|---|---|---|---|---|---|---|
| … | | | | | | |

## Slip-risk deals this period
…

## The 3 moves
1. <action> — deals affected: <list> — owner: <name> — by: <date>
2. …
3. …

## Forecast risk
Upside: <$, what has to happen>
Downside: <$, which deals are most at risk>
```

## Guardrails

- Reps inflate pipeline. If a deal has no verifiable next step in 21 days, mark it "inactive" — don't count in forecast.
- A close date that has moved twice is not a close date, it's a hope.
- Never present only the headline — always show the working.
- If pipeline coverage is > 6x, investigate whether leadership is rewarding pipeline creation over win rate.